Dashboard

Sales intelligence overview — Canada-wide

Active Leads
32
↑ 10 added this week
Hot Opportunities
8
$420k total pipeline
Live Tenders
5
2 closing this month
Tasks Due
7
3 overdue
🔥 Hot Leads — Action Required
City of Kelowna — Municipality
Active Transport RFP closes Mar 29
RFP Live
Stantec Architecture — Vancouver
Awaiting spec support materials
Hot
Westbank Projects — Developer
Aqua Tower in design phase
Design Phase
Green Space Landscaping — Kelowna
Follow-up email due today
Follow-up Due
UBC Okanagan — Campus
Tender submitted, awaiting response
Qualified
⏱ Tenders Closing Soon
Kelowna Active Transportation RFP
Closes Mar 29, 2025
8 days
Vernon Streetscape Phase 2
Closes Apr 12, 2025
22 days
UBC Campus Cycling Infrastructure
Closes May 1, 2025
41 days
By Account Type
Municipalities
8
Developers
7
Architects
5
Landscape Cos.
4
Universities
3
Product Interest
Bike Racks
22
Bollards
16
Bike Lockers
14
Bike Room Design
10
Smart Lockers
6
Territory Coverage
Okanagan
8
Metro Vancouver
6
Alberta
5
Ontario
4
Prairies
3

Leads

Filter, flag, and pursue targets across Canada

CompanyTypeRegionProduct FitScoreStatusActions

Companies

Company intelligence database

Company — click for contactsTypeCitySizeCapabilitiesLeadsLast Activity
Stantec ArchitectureArchitectVancouver, BC500+Design-Build Public Realm3Mar 12
Westbank Projects CorpDeveloperVancouver, BC100–200Multifamily Mixed-Use2Mar 8
City of KelownaMunicipalityKelowna, BC1000+Public Realm Capital Works4Mar 14
Green Space LandscapingLandscape Co.Kelowna, BC20–50Installs Commercial1Mar 5
UBC OkanaganCampusKelowna, BC2000+Cycling Infra Sustainability2Mar 11
Bosa PropertiesDeveloperBurnaby, BC200–500Multifamily High-Rise1Mar 3
Oxford PropertiesDeveloperToronto, ON500+Multifamily Commercial1Mar 6
City of TorontoMunicipalityToronto, ON10,000+Public Realm Capital Works1Mar 9

Contacts

Key decision makers, specifiers, and influencers

NameTitleCompanyEmailRoleLast Contact
Sarah WillmottSenior Landscape ArchitectStantec Architecture[email protected]SpecifierMar 12
James ParkSenior Project ManagerCity of Kelowna[email protected]Decision MakerMar 14
Andrea ChoDirector of DevelopmentWestbank Projects[email protected]BuyerMar 8
Dr. Lisa ChenDirector of SustainabilityUBC Okanagan[email protected]InfluencerMar 11

Opportunities

Active pipeline — flag any card for Smart Outreach

Tender Tracker

RFPs, RFQs, RFTs — live opportunities and monitoring

Live TendersMonitoringClosed
City of Kelowna — Active Transportation Infrastructure RFP
● LiveCloses: Mar 29, 2025Est. Value: $180,000Kelowna, BC
Bike RacksBollards
City of Vernon — Streetscape Improvement Phase 2
● Closing SoonCloses: Apr 12, 2025Est. Value: $95,000Vernon, BC
Bike RacksRepair Stations
UBC Okanagan — Campus Cycling Infrastructure Expansion RFP
● ActiveCloses: May 1, 2025Est. Value: $240,000Kelowna, BC
Bike LockersSmart LockersBike Racks
City of Calgary — Downtown Parkade Cycling Retrofit (Anticipated)
● MonitoringExpected: Q2 2025Est. Value: $320,000Calgary, AB
Bike LockersVertical StorageSmart Racks

Project Intelligence

New builds, retrofits, and development opportunities

ProjectTypeDeveloper / OwnerCityStageEst. ValueProducts
Westbank Aqua TowerMultifamilyWestbank ProjectsKelowna, BCDesign Phase$85,000Lockers Bike Room
Bernard Ave StreetscapePublic RealmCity of KelownaKelowna, BCPre-Tender$45,000Bike Racks Bollards
U of C Science Building Exp.CampusUniversity of CalgaryCalgary, ABDesign Phase$95,000Smart Lockers Bike Racks
Oxford King St. TowerCommercialOxford PropertiesToronto, ONPermitting$120,000Smart Lockers Bike Room

⚡ Smart Outreach Engine

Flag leads, companies, or opportunities — AI generates a personalized email for each one

Outreach Queue Sent History
No targets in queue yet
Browse Leads, Companies, or the pipeline and click the flag button on any row to add them here. The AI will generate a personalized email for each one using your template library.
No emails sent yet.

Outreach Campaigns

Email activity and campaign performance

Sent This Month
47
Open Rate
38%
Reply Rate
14%
Meetings Booked
4
Recent Sent Emails
JP
Intro — Active Transportation RFP Submission Confirmation
To: James Park · City of Kelowna · Mar 14, 2025
Opened
SW
Specification Support — Bike Room Layout & Revit Details
To: Sarah Willmott · Stantec Architecture · Mar 12, 2025
Replied
MB
Trade Pricing Intro — Site Furnishings & Bike Racks
To: Mike Berra · Green Space Landscaping · Mar 10, 2025
Sent

Tasks

Follow-ups and action items

Due This WeekAll TasksCompleted

Template Library

Manage, edit, and organize all outreach email templates

— templates
Select a template to edit →
📋
Select a template to edit
Click any template in the sidebar. Templates are auto-matched to company types when generating outreach emails.

Regulations Reference

Bike parking bylaws and cycling infrastructure standards — Canada-wide

✦ AI Regulation SearchAsk any bylaw question for any Canadian city
BC Alberta Prairies Ontario Quebec Atlantic

Reports

Pipeline analytics and territory performance

Total Pipeline
$420k
Weighted Pipeline
$168k
Closed Won YTD
$85k
Emails Sent MTD
47
Pipeline by Stage
Tender Monitoring
$180k
Quote / Budget
$120k
Spec Opportunity
$80k
Discovery
$55k
Win / Loss
Won
3
Lost
2
No Decision
1

Territory Map

Companies and opportunities by location

Interactive Territory Map
Add your Mapbox API key to enable the interactive map showing all companies, projects, and tenders pinned by location.

Contacts

All contacts across companies — select and flag for personalized outreach

Company Name

Type · City

Contacts Opportunities Notes & Activity

🔍 Project Discovery

Active projects, tenders, and development opportunities across Canada — updated continuously

Active Projects
0
Reach Out Now
0
Reach Out Soon
0
Open Tenders
0
Detail
AI Sales Assistant
0 flagged targets ready for AI outreach generation

Confirm Bulk Send

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Import Contacts from CSV
Paste from Excel, LinkedIn export, or any spreadsheet
Accepted formats:
First Name, Last Name, Title, Company, Email, Phone
Full Name, Company, Title, Email
• LinkedIn exports, BNI exports, any CSV with email addresses
• Column headers are optional — the importer auto-detects
Live Data Sources
MERX (your subscription) + Free public sources